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Referral Terms & Conditions

Last updated: Nov 20th, 2020

Referral Bonus Eligibility

Capitalize will e-mail a digital gift card in the dollar amount specified in Referral program communications (“Referral Bonus”) subject to satisfying the terms and conditions described herein. To be eligible for a Referral Bonus, you must (1) refer a new customer to Capitalize and (2) they must use the Capitalize platform to roll over a legacy employer-sponsored retirement account with a balance greater than zero.

Other Information

Capitalize is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the bonus. Capitalize reserves the right to terminate this offer at any time, limit it to certain dates, and to refuse or recover any bonus funds if Capitalize determines that such funds were obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided, or that any terms of Capitalize user agreements have been violated. Offer available to U.S residents only. This offer is not valid with any other offers and is non-transferrable. The value of Referral Bonus funds may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of bonus funds. Capitalize reserves the right to cap the total Referral Bonuses paid to you at $600 per year. Please consult your tax advisor if you have questions about the tax treatment of bonus funds.